AI Transforms the World: XPENG Showcases Its Full-Stack Physical AI Ecosystem at Auto China 2026 Rhea-AI Summary XPENG (NYSE: XPEV) presented a full-stack Physical AI ecosystem at Auto China 2026 featuring new models GX, MONA M03, next P7, X9, humanoid robot IRON, and a flying car prototype. The company released its first VLA 2.0 Intelligent Driving Report with user metrics and announced Campus and Underground Parking Safari features. Key metrics: Ultra-series orders +118% month-over-month; nearly 100,000 VLA 2.0 demo participants with 98% satisfaction; 98.52% daily activation in week-one; overseas deliveries of 45,000 units in 2025 (+96% YoY). GX equipped with up to four Turing chips (3,000 TOPS). Positive - Overseas deliveries reached 45,000 units in 2025 (+96% YoY) - Ultra-series orders increased 118% month-over-month - VLA 2.0 demo reach of nearly 100,000 participants with 98% satisfaction - First-week activation of intelligent driving at 98.52% among new owners - GX computing capability: up to four Turing chips delivering 3,000 TOPS Negative - None. Key Figures Market Reality Check Peers on Argus XPEV fell 6.31% with heavy volume, while key peers like RIVN (-3.2%), NIO (-2.48%), STLA (-2.36%) and F (-1.03%) were also down, and LI was flat, pointing to a mix of sector pressure and stock-specific weakness. Previous AI Reports | Date | Event | Sentiment | Move | Catalyst | |---|---|---|---|---| | Apr 17 | AI ecosystem preview | Positive | -0.8% | Previewed Physical AI ecosystem, VLA 2.0 and global expansion ahead of show. | | Jan 12 | AI strategy update | Positive | +8.4% | Announced P7+ flagship rollout, AI VLA2.0 platform and global delivery milestones. | | Sep 08 | AI tech showcase | Positive | +3.8% | Showcased AI mobility tech at IAA, including L4 autonomy and flying car plans. | | May 28 |